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January 23, 2018

Immigration and Migration
 African migrant holds a European Union flag Making Migration Work

The UN is right to underscore the benefits of broad-based international cooperation on migration, particularly regarding measures that could, over time, reduce migrant flows by improving conditions i…

January 2, 2018

Economics
Graduating students arrive for commencement exercises at Boston College in Boston, Massachusetts, on May 20, 2013. The Missing Ingredients of Growth

This post is co-authored by Karen Karniol-Tambour, Head of Investment Research at Bridgewater Associates. Several positive macroeconomic trends suggest that the global economy could finally be in …

February 13, 2018

United States
FA MA 2018 Cover Walking Away From World Order: Weighing Trump’s First Year of Foreign Policy

“Nobody really knew what to expect when Donald Trump became U.S. president. Would he disrupt the status quo or maintain it? Blow himself up or escape unscathed? One year in, the answer is yes,” write…

February 9, 2018

United States
The Impact of Tax Arbitrage on the U.S. Balance of Payments The Impact of Tax Arbitrage on the U.S. Balance of Payments

I sat down with the FT's Matt Klein for an Alphachat podcast on the international provisions in the December tax reform.

February 2, 2018

Venezuela
Demonstrators rally against Venezuela's President Nicolas Maduro in Caracas, Venezuela. Venezuela in Crisis

President Nicolas Maduro’s efforts to consolidate power amid a deepening economic and humanitarian crisis have drawn widespread international condemnation.

February 1, 2018

Somalia
A girl participates in a street parade in Hargeisa to celebrate Somaliland's self-declared independence. Somaliland: The Horn of Africa’s Breakaway State

The would-be independent state strikes a contrast with Somalia as a place of relative peace and democratic stability, but international recognition has remained out of reach.

November 28, 2017

Economics
G20-Leaders-Summit-Germany-World-Economy The Global Economy in 2018

The global economy will confront serious challenges in the months and years ahead, and looming in the background is a mountain of debt that makes markets nervous—and that thus increases the system's vulnerability to destabilizing shocks. Yet the baseline scenario seems to be one of continuity, with no obvious convulsions on the horizon.

January 17, 2018

China
A Few Words on China’s Holdings of U.S. Bonds A Few Words on China’s Holdings of U.S. Bonds

A primer on China reserve watching.

January 16, 2018

Sub-Saharan Africa
Trump-Africa-Shithole-Foreign-Policy-China-Russia African Anger Builds Over President Trump’s Racist Comments

His racist and anti-African rhetoric is likely to strengthen the hand of those in Africa that would see their countries turn away from the West and towards more authoritarian governments, like those of Russia and China.

January 16, 2018

Egypt
BP01162018 Is War About to Break Out in the Horn of Africa? Will the West Even Notice?

Egypt, Sudan, and Ethiopia are close to armed conflict over a Nile dam project; so far the United States is ignoring them.